Lathrop Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Hold |
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|
2025
Q2 | $654K | Hold |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $534K | Hold |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $474K | Hold |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $472K | Buy |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $631K | Buy |
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|
2019
Q4 | $736K | Buy |
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|
2019
Q3 | $694K | Buy |
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|
2019
Q2 | $405K | Sell |
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|
2019
Q1 | $399K | Buy |
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|
2018
Q4 | $282K | Sell |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $300K | Buy |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $231K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $239K | Sell |
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|
2016
Q4 | $247K | Sell |
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|
2016
Q3 | $514K | Buy |
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|
2016
Q2 | $257K | Hold |
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|
2016
Q1 | $248K | Hold |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $201K | Hold |
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|
2015
Q1 | $213K | Hold |
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|
2014
Q4 | $236K | Hold |
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|
2014
Q3 | $210K | Sell |
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|
2014
Q2 | $225K | Hold |
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|
2014
Q1 | $218K | Hold |
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|
2013
Q4 | $204K | Buy |
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